Do you want to know how you are tracking financially without the desire to get detailed Financial Planning advice? Our Financial Modeling and Projection Service may be the solution you are looking for.
Using our state-of-the-art technology we will be able to show you your current trajectory towards the outcomes you seek, or help you define those outcomes. We can show you the impacts of making small changes, like saving more into superannuation or increasing your mortgage repayments, or big changes like buying an investment property.
At Carwardines, our Financial Planning team has over 20 years of industry experience to utilise in analysing your data. Using brand-new technology only available at a handful of other businesses across the country, we can accurately model and project your future finances to give the best advice. If you want to secure your future or are just curious about what we can offer you then don’t hesitate to call us or book a consultation.
Yes, financial modelling is beneficial for individuals of all income levels and financial situations. Whether you are just starting your career or planning for retirement, creating a financial model can provide valuable insights and help you make better financial decisions.
Our modelling sessions cost $1,500 + GST. We will ask you to provide details on income, expenses, assets and liabilities as well as any specific goals or objectives you are considering so that the modelling can be as accurate as possible.
Yes. It's designed to give you the information you need to help you make informed educated choices about your finances. It's important to note that our Modeling and Projection Services are General Advice only, not Personal Advice as defined by legislation. If we identify that your needs are more complex and personal advice is required we’ll let you know during the session.
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To schedule an appointment with one of our skilled lawyers, please fill out the form below or contact our office directly.
Our friendly staff will promptly assist you in arranging a consultation at a time that works best for you.